客户入职与销售交接工作流
三泳道入职工作流:销售团队将成交案移交入职专员,由其与客户完成启动会与配置任务。
完整 FlowZap 代码
将以下 FlowZap 代码复制并粘贴到您的 FlowZap 账户的项目中,即可查看此模板图。
sales { # Sales Team
n1: circle label:"Start"
n2: rectangle label:"Send Welcome Email & Contract"
n3: rectangle label:"Receive Signed Contract"
n4: rectangle label:"Create Internal Ticket"
n5: circle label:"Handoff"
n1.handle(right) -> n2.handle(left)
n2.handle(right) -> n3.handle(left)
n3.handle(right) -> n4.handle(left)
n4.handle(right) -> n5.handle(left)
n5.handle(bottom) -> onboarding.n6.handle(top) [label="Ticket Created"]
}
onboarding { # Onboarding Specialist
n6: rectangle label:"Review Client Info & Goals"
n7: rectangle label:"Schedule Kickoff Call"
n8: rectangle label:"Conduct Kickoff Meeting"
n9: rectangle label:"Configure Account"
n10: rectangle label:"Prepare Training Materials"
n11: rectangle label:"Grant System Access"
n12: circle label:"Complete"
n6.handle(right) -> n7.handle(left)
n7.handle(right) -> n8.handle(left)
n8.handle(right) -> n9.handle(left)
n9.handle(right) -> n10.handle(left)
n10.handle(right) -> n11.handle(left)
n11.handle(right) -> n12.handle(left)
n7.handle(bottom) -> customer.n13.handle(top) [label="Sends Invite"]
n8.handle(bottom) -> customer.n14.handle(top) [label="Holds Meeting"]
n11.handle(bottom) -> customer.n15.handle(top) [label="Sends Credentials"]
}
customer { # Customer
n13: rectangle label:"Receive Meeting Invite"
n14: rectangle label:"Attend Kickoff Meeting"
n15: rectangle label:"Receive Login & Materials"
n16: diamond label:"First Login Successful?"
n17: rectangle label:"Complete Setup Tasks"
n18: rectangle label:"Confirm Go-Live"
n19: circle label:"Onboarded!"
n13.handle(right) -> n14.handle(left)
n14.handle(right) -> n15.handle(left)
n15.handle(right) -> n16.handle(left)
n16.handle(right) -> n17.handle(left) [label="Yes"]
n17.handle(right) -> n18.handle(left)
n18.handle(right) -> n19.handle(left)
n16.handle(top) -> onboarding.n11.handle(bottom) [label="No - Needs help"]
n18.handle(top) -> onboarding.n12.handle(bottom) [label="Notify Success"]
}
安装 MCP 包npm install -g flowzap-mcpMCP 文档